Position in UCB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$570,000
-$2,012 QoQ
Shares Held
18,101
-1.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
3.97%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in UCB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Keystone Financial Group, Inc. holds $8,564,400 across 4 Banks - Regional names. UCB ranks #3 (6.7% of the industry book) .
All Filings in UCB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $570,000 | 18,101 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $572,012 | 18,322 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $569,911 | 18,179 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $541,552 | 18,179 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $507,549 | 18,043 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $575,150 | 17,801 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||